Sustainable Insight Capital Management’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,549
| Closed | -$236K | – | 97 |
|
|
2022
Q4 | $236K | Buy |
+2,549
| New | +$236K | 0.27% | 88 |
|
|
2022
Q3 | – | Sell |
-2,649
| Closed | -$220K | – | 101 |
|
|
2022
Q2 | $220K | Sell |
2,649
-51
| -2% | -$4.24K | 0.22% | 107 |
|
|
2022
Q1 | $240K | Buy |
2,700
+177
| +7% | +$15.7K | 0.17% | 100 |
|
|
2021
Q4 | $261K | Buy |
2,523
+100
| +4% | +$10.3K | 0.14% | 94 |
|
|
2021
Q3 | $207K | Sell |
2,423
-528
| -18% | -$45.1K | 0.13% | 111 |
|
|
2021
Q2 | $235K | Buy |
+2,951
| New | +$235K | 0.14% | 108 |
|